Institutional Ownership Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV). We have compiled data on the 1,119 institutions that hold shares in the stock, with a total of 455 Million shares, which have been reported (via 13F filing form) to have a value of $24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
218,124
shares
|
$11.5 Million
2.79% of portfolio
|
Q1 2025
Added 33.16%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
216,162
shares
|
$11.4 Million
1.22% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
215,595
shares
|
$11.4 Million
1.52% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
214,779
shares
|
$11.3 Million
0.53% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
212,513
shares
|
$11.2 Million
5.52% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
209,210
shares
|
$11 Million
2.85% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
209,106
shares
|
$11 Million
0.16% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
209,027
shares
|
$11 Million
7.15% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
204,531
shares
|
$10.8 Million
0.2% of portfolio
|
Q3 2022
Reduced 66.19%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
198,113
shares
|
$10.5 Million
0.25% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
197,888
shares
|
$10.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
195,676
shares
|
$10.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
195,086
shares
|
$10.3 Million
2.08% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
194,914
shares
|
$10.3 Million
1.42% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
192,256
shares
|
$10.2 Million
1.41% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
189,970
shares
|
$10 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
189,130
shares
|
$9.99 Million
4.66% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
187,779
shares
|
$9.91 Million
0.55% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
185,673
shares
|
$9.8 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
178,218
shares
|
$9.41 Million
5.04% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
176,959
shares
|
$9.34 Million
1.99% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
175,812
shares
|
$9.28 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
175,512
shares
|
$9.27 Million
0.02% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
174,359
shares
|
$9.21 Million
2.87% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
172,831
shares
|
$9.13 Million
3.13% of portfolio
|
Q1 2025
Added 0.83%
|